Advisor at Bondurant Investment Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bondurant Investment Advisory, LLC
Location
Evanston, IL 60201
Credentials
Series 65
Industry experience
5 years
Joel Regier is a financial advisor at Bondurant Investment Advisory, LLC with five years of industry experience. He holds the Series 65 designation and has prior experience at Millennium Investment and Retirement Advisors, Regier Private Wealth Management, Brookstone Capital Management, and Fifth Third Bank. Outside of his advisory role, he teaches adult financial education classes through Regier Private Wealth Management. Bondurant Investment Advisory provides discretionary investment management, financial planning, pension consulting, and private fund-related services to individuals, trusts, corporations, and retirement plans. The firm customizes portfolios using quantitative methods and third-party software, employing strategies including derivatives for hedging and income generation.
Based on Bondurant Investment Advisory, LLC
Fixed fee for standalone financial planning services typically ranges from $2,000 to $20,000, negotiable.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%
Account minimum: $1,000,000 Fee-only: Fixed fees for financial planning typically range from $2,000 to $20,000, negotiated based on complexity; Pension consulting fee is 1% of plan assets; Fees are negotiable.
805 Greenwood St Suite #1
Evanston, IL 60201
Illinois
Bondurant Investment Advisory, LLC
2023 - Present (3 years)
Millennium Investment and Retirement Advisors, LLC
2021 - 2023 (2 years)
Regier Private Wealth Management, LLC
2020 - Present (6 years)
Brookstone Capital Management
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
Fifth Third Bank
2005 - 2020 (15 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Other specialized services
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